Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Lancaster, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$425,000.00
# of Accounts
130
Avg Client Age
64
Overview

I own a fee-based asset management intensive business with HNW or "emerging HNW" clients/families in PA, FL, NY, & VA. I have access to a wide variety of private real estate, private debt and real estate investments. My background enables me to design, build and manage individual security and alternative investment portfolios for clients. I am looking for advisors in the Mid-Atlantic area looking for succession or looking to merge/partner in order to grow through a greater breadth of services/products.

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